Investment Objective
A flexible multi-asset fund focused on high potential individual ideas. Long term positions in niche capital market segments are supplemented by thematic investments and tactical opportunities. Investments are made across all asset classes and regions and are deliberately benchmark-agnostic. The fund target return min. 4% p.a. after costs over a medium-term period of five years.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.6 | 0.4 | 0.2 | 0.5 | 0.1 | 0.7 | 0.7 | 0.6 | 0.2 | 0.2 | 0.8 | 0.8 | 0.6 | |
| 2023 | 0.4 | 0.7 | 0.5 | 0.7 | 1.0 | 0.8 | 0.7 | 0.5 | 0.0 | 0.6 | 1.0 | 0.4 | 0.3 |
